International Tax Planning 101 and Mixed-Nationality Marriages
Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues. As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, where planning is helpful to optimize a family’s global balance [...]
Selling Your Franchise Business: Steps to Optimize the Outcome
Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price. Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well in advance of a business transaction. In this article, we [...]
Three RTWM Wealth Advisors Recognized as Five Star Wealth Managers
Round Table is proud to announce that Mariella Foley, Michael Fischer, and Taylor Thomas have been recognized as Five Star Wealth Managers by New Jersey Monthly. The Five Star Wealth Manager Award recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials [...]
Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts
Many American expats or green card holders living in the United States own foreign pension plans and non-U.S. retirement accounts. Participation in non-U.S. pension plans may be mandatory when living in another country and employers often contribute as part of total compensation. Individuals enjoying local country [...]
Round Table Wealth Management Appoints New Partner and COO
Mariella Foley is a Partner and a Wealth Advisor with Round Table Wealth Management. Marcia Paltenstein is the Chief Operating Officer and a Wealth Advisor at Round Table Wealth Management Round Table Wealth Management (RTWM) proudly announces the appointment of Mariella Foley as a firm [...]
The SECURE Act: What You Need to Know
On December 19th, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed as part of a year-end spending bill. This recently passed legislation will impact how retirement plans work for many individuals and companies. The effective date for the new law is January [...]
Webinar: U.S./U.K. Financial Planning Strategies
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
Coronavirus: Economy and Capital Markets
Providing an update on Round Table’s market outlook, Chief Investment Officer Robert Davis provides hope and clarity in our anxious times. Click below to listen to our latest podcast addressing the economy and capital markets in light of the COVID-19 pandemic.
This information should in no way be construed as investment advice or solicitation for investment advisory services.
Coronavirus: Current State of Financial Markets
Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients.
This information should in no way be construed as investment advice or solicitation for investment advisory services.
Coronavirus Market Volatility
Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios.
This information should in no way be construed as investment advice or solicitation for investment advisory services.
The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement
Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.
Optimizing the Franchise Sale
Please join us for a brief webinar titled “Optimizing the Franchise Sale” Thursday, February 27th at 1:00 PM (EST)
Marriage Equality: The 10 Most Significant Changes in Planning for Same-Sex Couples
On June 26, 2015, the Supreme Court of the United States (“SCOTUS”) ruled in a 5-4 decision that the right to marry is a fundamental right under the Fourteenth Amendment.1 In Obergefell v. Hodges, the Court states that “[t]he limitation of marriage to opposite-sex couples may long have [...]
Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries
While having exposure to international equities is a well-documented benefit to an investor’s total asset allocation, the underlying composition of an international equity portfolio is often overlooked and under-diversified. As a result, investors may be limiting their opportunity set and potentially missing out on the attractive investment characteristics [...]
Charitable Giving Considerations: Donor Advised Fund or Private Foundation?
For many wealthy families, charitable giving and philanthropy are among their top financial goals. Aside from the simplest form of writing a check to a favorite charity, there are many other options and strategies to help high net worth families achieve their charitable goals. Two popular options are [...]
Fiduciary Best Practices for an Individual Trustee
Agreeing to act as trustee is a major responsibility. Attorneys, accountants, and other trusted advisors are being asked with increasing frequency to serve as trustees for their clients’ trusts. Changes in technology, trust laws, and client preferences are driving this trend. It is easier than ever before to access [...]
Investing in Bond Funds: What’s in Your Bond Fund?
Investors who rely primarily on duration in choosing a bond fund may inadvertently introduce extension risk to their bond portfolio. Extension risk occurs when the low duration assigned to a portfolio’s callable bonds “extends” to their respective maturities due to the unlikelihood of the bonds being called as market [...]
Quarterly Review – Third Quarter 2017
A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income markets continued their 2017 upward trajectory during the quarter. The [...]
Quarterly Review – Second Quarter 2017
Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk metrics, such as volatility, were low. Presently, investors find themselves [...]
Quarterly Review – First Quarter 2017
The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives (healthcare, tax, foreign profits, infrastructure and military). But the rally [...]
Quarterly Review – Fourth Quarter 2016
The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with the S&P 500 declining approximately 10.5% through February 11. Several [...]
Quarterly Review – Third Quarter 2016
Perhaps one thing that we can all agree on, and that which doesn’t need debating is the strong performance of risk assets during the last quarter. The S&P 500 was up 3.9%, non-U.S. developed markets were up 6.4%, and emerging markets were a top performer, up 9.2%. Not to [...]
Quarterly Review – Second Quarter 2016
The morning after the Brexit referendum confirmed the “Leave” victory, Bloomberg News ran an article titled, “Can we talk about last night?” And as funny as it is to compare the referendum decision to a one-night stand, the implications of Brexit will last far longer than until the new [...]